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LVAEX vs RMFEX
LVAEX vs RMFEX Comparison
Open Charts LVAEX vs RMFEX
LSV Value Equity Investor
Price$24.62
Change+$0.24 (+0.98%)
VolumeN/A
Net Assets1.1B
American Funds American Mutual R4
Price$53.34
Change+$0.55 (+1.04%)
VolumeN/A
Net Assets96.25B
LVAEX vs RMFEX Comparison Chart
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LVAEX vs. RMFEX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LVAEX is a Buy and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 96.2B vs. LVAEX (1.1B). LVAEX pays higher dividends than RMFEX: LVAEX (1.76) vs RMFEX (1.61). LVAEX was incepted earlier than RMFEX: LVAEX (11 years) vs RMFEX (23 years). LVAEX (0.93) is less costly to investors than RMFEX (0.62). RMFEX is a more actively managed with annual turnover of: 31.00 vs. LVAEX (26.00). RMFEX has a lower initial minimum investment than LVAEX: RMFEX (250) vs LVAEX (1000). RMFEX annual gain was more profitable for investors over the last year : 1.70 vs. LVAEX (-6.86). RMFEX return over 5 years is better than : 52.96 vs. LVAEX (35.96).
| LVAEX | RMFEX | LVAEX / RMFEX | |
| Total Expense Ratio | 0.93 | 0.62 | 150% |
| Annual Report Gross Expense Ratio | 0.93 | 0.62 | 150% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | -6.554 | -3.507 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.1B | 96.2B | 1% |
| Annual Yield % from dividends | 1.76 | 1.61 | 109% |
| Returns for 1 year | -6.86 | 1.70 | -405% |
| Returns for 3 years | -7.65 | 8.21 | -93% |
| Returns for 5 years | 35.96 | 52.96 | 68% |
| Returns for 10 years | 20.43 | 57.52 | 36% |